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Private Banker I

Company

UMB Bank

Location

Albuquerque, NM

Posted

July 08, 2026

Position Overview

**Duties & Responsibilities**

The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.

Duties will include:

+ Call on prospective and existing high-net-worth clients to develop new business.
+ Possess and maintain industry knowledge of trends, products, technology, and competition.
+ Execute an ongoing proactive client contact strategy utilizing Salesforce tool.
+ Take active or leadership role in community, civic, and/or charitable organizations and events.
+ Actively participate with wealth team in development of key customer plans & reviews.
+ Develop relationship with...

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